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Oxford Asset Management LLC (formerly Pease Financial Group) Hotness: 4.91 Oxford Asset Management LLC (formerly Pease Financial Group) Hotness: 4.91

Business

Oxford Asset Management LLC (formerly Pease Financial Group)
970-375-1291


Business

Inspiring Confidence, Growing Dreams. Investment Management in Durango, CO.

Edit | Edit About Oxford Asset Management LLC (formerly Pease Financial Group)

Description

Oxford Asset Management was founded with the goal of assisting our clients with every aspect of their financial lives. We provide complete comprehensive and personalized services. For each client, we strive to create financial stability, security, and independence that meet or exceed client goals.

-Our Commitment-

As your professional financial team, we will endeavor to keep you focused on where you want to go, advise you on how to get there, and work with you to maintain a disciplined approach to realizing your dreams. Our goal is to help you secure your retirement, estate, and lifestyle planning needs with less fear and a greater hope for the future.

-Our Principle-

Oxford Asset Management is based on the principle that a thorough understanding of your current financial situation is critical to successfully make prudent decisions concerning your future financial condition. We do that by listening to you.

 

Oxford Asset Management is a Registered Investment Advisor located at 5800 Padre Island Blvd, Suite 210; South Padre Island, TX  78597
Telephone: (956) 772-9530

Business Hours
Monday-Friday
9:00AM-4:00PM

or by appointment
Services
Asset Management , Financial Planning , Health and Disability Insurance , Investments , Life Insurance
Certifications
Certified Financial Planner

Deals Deals

See All >>> Our Deals

Free, No Obligation Consultation Appointment

We offer a free "no obligation" initial meeting to discuss your financial goals or answer any questions you might have. Please call us at 375-1291 to set up an appointment with Steve or Dave.

Apr 09, 2010 - Vote:
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Reviews Reviews

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Oxford Asset Management LLC (formerly Pease Financial Group). Average rating: 5 out of 5 stars based on 2 reviews.
  • 5/5 Rating
(2)
  • 4/5 Rating
(0)
  • 3/5 Rating
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  • 2/5 Rating
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  • 1/5 Rating
(0)
  • 5/5 Rating

Steve is an expert in his field

Heather Brennison: Steve is very knowledgeable and will take e the time to answer any questions and explain things in an easy to understand manner. I recommend Pease Financial!

May 27, 2010 - View Review - Vote:
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  • 5/5 Rating

Easy to Trust

Laurie Sigillito: I had the opportunity to meet with Steve Pease at Pease Financial to discuss his company and service. He is a very genuine person and easy to speak with about your own personal financial situation an… (read all)

Aug 27, 2009 - View Review - Vote:
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Do you have Financial Goals?

Do you have Financial Goals?

Oxford Asset Management LLC: Almost everybody has financial goals. It could be a longer-term goal like having enough money to… (read all)

Apr 30, 2010 - Read Article - Vote:
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Contemplating Retirement?

Contemplating Retirement?

Oxford Asset Management LLC: We have a new client named George, who is 60. George recently decided to move his investmen… (read all)

Apr 09, 2010 - Read Article - Vote:
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Weekly Words of Wisdom

Weekly Words of Wisdom

Oxford Asset Management LLC: Do you have clear financial goals? Do you understand your personal level of financial risk toleran… (read all)

Apr 02, 2010 - Read Article - Vote:
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How to make your dreams turn into reality...it's easy!

Oxford Asset Management LLC: I have a client, Tammy who decided she wanted to travel the world for a year when she retired at age… (read all)

Sep 08, 2009 - Read Article - Vote:
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Careful with you 401k when you leave a company

Oxford Asset Management LLC: My friend Donna was recently downsized from a company that had a 401k.  She moved to Durango and was… (read all)

Aug 14, 2009 - Read Article - Vote:
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See All >>> Favorite Businesses

Soignier Law Firm LLC

Phone:970-247-3510
   
Year Established: 2003

Phones

Office
970-375-1291

Office Addresses

Pease Financial Group
1075 Main Avenue Suite 212 and 213
Durango CO 81301
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Business Presence By:
Oxford Asset Management LLC

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Headings

  • Financial Planning Consultants
  • Investment Advisory Service
  • Retirement Planning Services
  • Insurance Consultants
  • Pension & Profit Sharing Plans

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